Advisory Services Network’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-5
| Closed | -$5.98K | – | 3659 |
|
2023
Q4 | $5.98K | Buy |
+5
| New | +$5.98K | ﹤0.01% | 3053 |
|
2023
Q1 | – | Sell |
-130
| Closed | -$154K | – | 4161 |
|
2022
Q4 | $154K | Buy |
+130
| New | +$154K | ﹤0.01% | 1392 |
|
2020
Q4 | – | Sell |
-23
| Closed | -$31K | – | 3773 |
|
2020
Q3 | $31K | Buy |
+23
| New | +$31K | ﹤0.01% | 1846 |
|
2020
Q2 | – | Sell |
-23
| Closed | -$29K | – | 2754 |
|
2020
Q1 | $29K | Hold |
23
| – | – | ﹤0.01% | 1657 |
|
2019
Q4 | $33K | Buy |
+23
| New | +$33K | ﹤0.01% | 1736 |
|
2018
Q4 | – | Sell |
-1
| Closed | -$1K | – | 2690 |
|
2018
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 2448 |
|